MODELS, MCPS, AND MOMENTUM ACROSS THE PORTFOLIO

June started hot. We welcomed two new companies, one reimagining clinical workflows, one bringing transformer architecture to physics simulation, and celebrated OpsMill's new level. Fresha crossed the unicorn mark, Shippeo and Yoco expanded their AI muscle through acquisitions, and Alpic launched a new builder program for MCP and ChatGPT App developers. Simone also shared his take on how AI is reshaping software investing, worth a read if you haven't caught it yet. A month of speed, ambition, and serious technical depth. Let's get into it.

Read the full newsletter here

If you want to join our exclusive newsletter club to be the first to know our latest news, sign up here